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Wheeler Real Estate Investment Trust (Wheeler Real Estate Investment Trust) 5-Year ROIIC % : 11.04% (As of Dec. 2023)


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What is Wheeler Real Estate Investment Trust 5-Year ROIIC %?

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Wheeler Real Estate Investment Trust's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was 11.04%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Wheeler Real Estate Investment Trust's 5-Year ROIIC % or its related term are showing as below:

WHLRP.PFD's 5-Year ROIIC % is ranked better than
84.97% of 599 companies
in the REITs industry
Industry Median: 3.68 vs WHLRP.PFD: 11.04

Wheeler Real Estate Investment Trust 5-Year ROIIC % Historical Data

The historical data trend for Wheeler Real Estate Investment Trust's 5-Year ROIIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Wheeler Real Estate Investment Trust 5-Year ROIIC % Chart

Wheeler Real Estate Investment Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.50 15.55 -43.38 7.90 11.04

Wheeler Real Estate Investment Trust Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.90 - - - 11.04

Competitive Comparison of Wheeler Real Estate Investment Trust's 5-Year ROIIC %

For the REIT - Retail subindustry, Wheeler Real Estate Investment Trust's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Wheeler Real Estate Investment Trust's 5-Year ROIIC % Distribution in the REITs Industry

For the REITs industry and Real Estate sector, Wheeler Real Estate Investment Trust's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Wheeler Real Estate Investment Trust's 5-Year ROIIC % falls into.



Wheeler Real Estate Investment Trust 5-Year ROIIC % Calculation

Wheeler Real Estate Investment Trust's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 26.9908166 (Dec. 2023) - 11.4813465 (Dec. 2018) )/( 632.863 (Dec. 2023) - 492.421 (Dec. 2018) )
=15.5094701/140.442
=11.04%***

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Wheeler Real Estate Investment Trust  (NAS:WHLRP.PFD) 5-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Wheeler Real Estate Investment Trust 5-Year ROIIC % Related Terms

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Wheeler Real Estate Investment Trust (Wheeler Real Estate Investment Trust) Business Description

Traded in Other Exchanges
Address
2529 Virginia Beach Boulevard, Virginia Beach, VA, USA, 23452
Wheeler Real Estate Investment Trust Inc is a self-managed commercial real estate investment company. It owns, leases and operates income-producing retail properties with a primary focus on grocery-anchored centers. The company's properties include Alex City Marketplace in Alexander City, Alabama; Bryan Station in Lexington, Kentucky; Cardinal Plaza in Henderson, North Carolina; Clover Plaza in Clover, South Carolina; Winslow Plaza in Sicklerville, New Jersey and many more.

Wheeler Real Estate Investment Trust (Wheeler Real Estate Investment Trust) Headlines